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BankTree Online Personal Finance

Solution

Available now BankTree Online Personal Finance (BankTree Online). Our new online platform for managing your money on the move.

BankTree Online will allow you to import live transactions from your Bank directly into the web application and automatically categorised. Monthly Starter subscriptions are only £3.50 per month, with the option of purchasing a yearly subscription for £35.00 giving 2 months access for free. We have added support for over 2,500 institutions and 55 countries worldwide, Click Here to check if your bank is supported.

If you have already purchased the banking subscription for the desktop application, then your subscription will also give you access to BankTree Online. Details of how to synchronise your bank with the software can be found in this support article

If you are an existing user of BankTree Desktop version 2.0 or version 3.0, you can import your existing data file into BankTree Online just follow this article here. Existing customers get one months access for free.

BankTree Online Personal Finance will also synchronise with the BankTree mobile app, just select Enable BankTree Online from the settings. Each time you add a transaction it is also synchronised with the web application. Just swipe the dashboard to updated the mobile app with the latest data from your account.